Remote Benefits Consultant Trainee - Full Training & Growth

AO Globe Life; Missoula (MT); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, educates options, and maintains ongoing relationships after the first meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene.

You will be part of a team with no cold calling, a qualified-interest pipeline, and opportunities for advancement based on performance, along with full training and the ability to work from home.

Responsibilities

• Assess client needs and present options.
• Nurture and maintain the client relationship after the initial meeting.
• Handle administrative tasks: notes, scheduling, and CRM hygiene.

Skills

Relationship-building

Needs assessment

CRM usage

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, educates options, and maintains ongoing relationships after the first meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene.

You will be part of a team with no cold calling, a qualified-interest pipeline, and opportunities for advancement based on performance, along with full training and the ability to work from home.